Updating Individual Employee Details

ADMIN HELP CENTER · TEAM SUMMARY

Updating Individual Employee Details

Edit one employee at a time — change mobile numbers, managers, or any other field straight from their profile.

📍 Navigation Path: My Team → Team Summary

How Individual Editing Works

Updating an individual employee's details can be done directly from their profile. To find the employee, use the search bar at the top right corner or navigate through the employee list.

Once on the employee profile, you can edit the necessary details by selecting the appropriate tab. The profile includes multiple tabs such as Personal Info, Contact Info, Job Info, and more.

The Profile Tabs at a Glance

👤

Personal Info

Name, DOB, gender

📞

Contact Info

Phone, email, address

💼

Job Info

Role, manager, location

➕

More

Career, docs, other

Example: Update a Mobile Number

For example, to update the Mobile Number, go to the Contact Info tab, click Edit in the top right corner, update the information, and click Save.

STEP 1

Contact Info

STEP 2

Edit

STEP 3

Update

STEP 4

Save

Job Info Edits Require an Effective Date

Similarly, you can modify any employee details as needed. When updating Job Info, such as changing the Manager or other job-related details, you must provide an Effective Date for the changes to take effect.

Why Effective Date?

Job changes tie into payroll, reporting, and approvals — the effective date tells the system exactly when the new value should take over.

💡 Tip

Use the search bar to jump to an employee in one step — faster than scrolling the list when you know the name or employee ID.

📌 Note

Forgetting the Effective Date on Job Info changes will block the save — always set it before clicking Save to avoid a re-try.

What's Next

📊

Bulk Import (Job Info)

Update many employees at once via Excel.

🎯

Actions In Team Summary

Career movements, probation, role assignments.

➕

Adding Employees Individually

Create a new employee record from scratch.

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